Dinerazo Inc. offers automated investment management services through an online platform. The firm uses algorithms to create customized portfolios based on a client's age, risk tolerance, income, and assets. Dinerazo manages investments in a wrap fee program, covering transaction fees within the advisory fee.
Assets Under Management$7.5K
Clients46
AdvisorsN/A
Avg. per Client$160
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5K | Included |
| $5K - $50K | Included |
| $50K+ | 1.00% |
For accounts between $0-$5,000, the fee is $2.99/month. For accounts between $5,001-$50,000, the fee is $9.99/month.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.